Vasilia Georgoudiou Grant

Seth Heine is a CFP® with 11 years of industry experience, currently operating as the sole advisor at Seth Heine LLC in Ormond Beach, FL. His background includes roles at Merrill, Equitable Advisors, and other firms across financial services and retail industries. Seth Heine LLC offers financial planning and integrated investment advisory services to individuals and legal entities, including corporations, trusts, and estates. The firm employs a research-driven investment process incorporating fundamental, quantitative, and technical analysis, and manages client accounts primarily on a non-discretionary basis.

Richard Pankratz is a CFP® with 22 years of industry experience and has been the sole advisor at Broadstreet Financial Advisers LLC since 2005. He holds a Series 63 license and is based in Ormond Beach, Florida. Outside of his advisory role, he serves as the managing member of a family real estate holding company. Broadstreet Financial Advisers provides discretionary portfolio management and financial consulting primarily to individual and high-net-worth clients. The firm manages approximately $97.5 million using a combination of fundamental, quantitative, technical, and cyclical analysis across equities, ETFs, fixed income, and mutual funds.

Shivam Kashan is a financial advisor at Knight Vision Capital LLC with a Series 65 credential and one year of industry experience. Prior to founding Knight Vision Capital, he held positions at Mondo LLC and AdventHealth. Outside of his advisory role, he is employed full time at an unaffiliated family office and operates a personal Substack newsletter on investing. Knight Vision Capital LLC is a state-registered investment adviser that provides discretionary portfolio management and continuous investment advice tailored to individuals and high-net-worth clients. The firm’s investment approach combines fundamental, quantitative, cyclical, technical, and charting analysis, focusing on owning high-quality businesses at attractive valuations for the long term.

Erick Palacios is a financial advisor with Plan to Prosper Wealth Management in Ormond Beach, FL, holding a Series 66 designation and 12 years of industry experience. He previously worked at Xcel Wealth Management, Palacios Wealth Management, and Purshe Kaplan Sterling Investments. Outside of advisory work, he is an independent insurance agent providing insurance solutions to clients. Plan to Prosper Wealth Management serves individual clients across wealth levels and advises ERISA-qualified retirement plans using a mix of fundamental, quantitative, and behavioral analyses. The firm employs diversified investment strategies and manages approximately $234 million for around 390 clients, maintaining a high client-to-advisor ratio with a two-advisor team.

Wade Rowdon is a financial advisor with Storms & Rowdon Financial Services, Inc. He holds a Series 66 designation and has 26 years of industry experience. Prior to joining Storms & Rowdon in 2025, he worked at Stonex Advisors Inc. and Stonex Securities Inc. for a combined 10 years. Outside of his advisory role, he serves as a chaplain for the Daytona Tortugas minor league baseball team through the Baseball Chapel organization. Storms & Rowdon Financial Services offers discretionary investment management and financial planning to individuals, high-net-worth clients, businesses, pension, and charitable accounts. The firm employs a primarily long-term investment approach, incorporating a mix of fundamental, technical, and charting analyses, and uses a wider range of instruments and third-party managers than many similarly sized firms.

Keith Wiltfong is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is the sole advisor at Capstone Investment Management LLC and has been involved with affiliated entities including an insurance agency and a home and auto business. Wiltfong operates as a licensed insurance agent, dedicating a significant portion of his time to that role alongside his advisory duties. Capstone Investment Management LLC serves individual and high-net-worth clients by providing fee-based financial planning, qualified plan consulting, and discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios and plans to each client’s objectives and risk tolerance, managing approximately $62 million in assets across 243 client relationships.